MSH Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32,216
| Closed | -$1.73M | – | 222 |
|
|
2023
Q3 | $1.73M | Sell |
32,216
-7,373
| -19% | -$395K | 0.68% | 48 |
|
|
2023
Q2 | $2.19M | Buy |
39,589
+1,628
| +4% | +$90.1K | 0.8% | 39 |
|
|
2023
Q1 | $2.07M | Buy |
37,961
+7,809
| +26% | +$426K | 0.89% | 33 |
|
|
2022
Q4 | $1.64M | Buy |
30,152
+7,911
| +36% | +$431K | 0.74% | 42 |
|
|
2022
Q3 | $1.14M | Buy |
22,241
+1,940
| +10% | +$99.4K | 0.56% | 66 |
|
|
2022
Q2 | $1.13M | Buy |
20,301
+3,475
| +21% | +$193K | 0.52% | 68 |
|
|
2022
Q1 | $1.03M | Buy |
16,826
+4,838
| +40% | +$297K | 0.43% | 77 |
|
|
2021
Q4 | $758K | Buy |
+11,988
| New | +$758K | 0.34% | 83 |
|